Modern Wealth Management
Windrose
(noun)
A graphic tool used by meteorologists to give a succinct view of how windspeed and direction are typically distributed at a particular location.
That's where we come in.
Think of us not only as your wealth management guide, but as your anchor in any storm and your compass to help chart a course for clear sailing toward a prosperous future.
A Shared Legacy
We’re redefining wealth management with a personalized, transparent approach built on trust and mutual investment.
Our Partners and Directors bring over 25 years of experience on average, having overseen more than $100 billion for families, endowments, and foundations. We align with your goals to preserve and grow your wealth — together.
In 2009
Three ultra-high-net worth families partnered with experienced institutional investment professionals to start Windrose Advisors
Private
Investment Office serving ultra-high-net worth clients, endowments, foundations & RIA’s
$4 billion
Assets Under Advisement
as of 12/31/24
“All-Weather” Approach
Our clients built their wealth by taking big risks — our job is to protect it. We focus on long-term, diversified investing designed to perform across market cycles. Rooted in endowment experience, our approach emphasizes consistency, discipline, and downside protection.